All Questions
Tagged with dynamics-crm-online microsoft-dynamics
202 questions
0
votes
0
answers
40
views
How to Send Emails to Secondary Email Address in Dynamics CRM Customer service module Based on Case Creation Email?
We have a case management system in Dynamics 365 where we want to maintain a unique contact for each customer. However, we're facing an issue where Dynamics 365 does not allow us to use the secondary ...
- 15
0
votes
1
answer
112
views
Deploy CRM solution using Package Deployer as update instead of upgrade
We are using the Package deployer for deploying the solution. We want to update the solution instead of the stage for upgrade and upgrade. Is there any way do this?
We have created a solution as we ...
- 27
0
votes
1
answer
883
views
How to get attachment content of post and comment in dynamics 365 using crm sdk
activityfileattachment and fileattachment entities, do have attachment information associated with the post but i am not able to find it's filecontent although activityfileattachment does have ...
- 1
0
votes
2
answers
8k
views
problem with the payload when saving a record
when I try to add\change the value of a custom lookup and then save it, I get this error:
Exception Message: Error identified in Payload provided by the user for Entity :'', For more information on ...
0
votes
1
answer
75
views
Dynamics CRM + field type to store shareholders information
I have a requirement in which I am getting company's information from an external webapi and I need to store that data in CRM.
Problem is the users want the shareholders information to be stored in ...
- 457
1
vote
1
answer
2k
views
Dynamics Crm Bulk Update records in a transaction
Requirement
I have the requirement where I want to update few fields on account
and create contact for it reading data from an API.
The number of records to be updated is around 100,000 so I want to
...
- 457
-1
votes
1
answer
731
views
D365 Same Tracking Token was assigned to Email/Case in Customer Service
One customer had a problem where an incorrect email (from another customer) was assigned to a case. The incorrectly assigned email is a response to a case that was deleted. However, the current case ...
- 61
0
votes
1
answer
554
views
How to execute a long running task in Microsoft Dynamics CRM and overcome the 2 minutes limitation?
I created a plugin that runs on update when updating 3 fields, the plugin will run a fetchXML and get the records from another entity that has the first record Guid as a lookup then I will apply a ...
- 63
0
votes
1
answer
477
views
CRM 365 - Managed solution import does not remove event handlers
A form in our UAT environment contains falsely 2 event handlers on a field.
I have created a solution in DEV environment, in which I included the same form, which only has 1 event handler on the ...
- 1
1
vote
0
answers
169
views
How to Revoke Dynamics 365 Access token
I am using service to service authentication, I get the access token in my daemon service using OAuth 2.0 Client Credential flow using following end point and use it to access Dynamics 365 Web API's
...
- 338
0
votes
2
answers
1k
views
Dynamics 365 Duplicate Detection Plugin on Subgrid Record create
hope someone can help me I am been struggling with this for a few hours now.
I am creating a Plugin to Create a custom entity record called Future Products(Entity B) on a Subgrid of an EntityA record(...
- 555
0
votes
1
answer
366
views
Create custom fields for Invoice in Dynamics 365 Sales
Hello I'm new to Dynamics, and I'm interested if there is a way to add a custom fields inside Invoices entity. I have seen that there is a way to create a new entity inside Sales, but I need to еxpand ...
- 11
0
votes
1
answer
1k
views
function getControl("Subgrid").addOnLoad execute twice when parent record is first created
Hello I made a function that detect if i added or deleted a new row in my subgrid and execute some coce according to that
Normally it works fine in an existing parent record unless I create a new ...
0
votes
1
answer
198
views
Dynamics crm + Detect changes in an embedded iframe on CRM Form
I have an iframe embedded on my crm Form, the changes made in the controls within the iframe is not detected and the Form does not show 'unsaved' message on the form. However data in the iframe gets ...
- 457
0
votes
0
answers
734
views
Import fails when Importing unmanaged solution to managed solution in CRM Dynamics 365
There are duplicate Business Rules in the Dynamics 365 unmanaged solution in the Development (organization) environment.
We are required to export Development as a managed solution (customizations are ...
- 662
0
votes
1
answer
393
views
Dynamics CRM - Importing a Solution with Client Extensions (Site Map) doesn't remove entries
Unmanaged solutions, not managed.
Let's say you deployed a Site Map previously (Client Extensions item in a solution) that had a link to entity ABC.
It was started in Dev and exported/imported all the ...
- 5,556
1
vote
2
answers
161
views
How to publish a product with more than 50 dynamic properties
In Microsoft Dynamics 365 CRM (Customer Engagement) - Sales, we got the following error when trying to publish a product that has more than 50 dynamic properties.
Error (code: 0x8008100d):
This ...
- 834
0
votes
0
answers
20
views
Restore-PowerAppEnvironment cmdlet is throwing an error '' not recognized as the name of a cmdlet " [duplicate]
So, I have been unsuccessfully trying to restore a PowerApp environment for a Dynamics 365 instance, using Microsoft.PowerApps.Administration.PowerShell.
The example according to MS docs for the ...
0
votes
1
answer
1k
views
Dynamic API - Associate ManyToMany Entities on Create
Is it possible to associate entities on an API Create call, where the relationship is ManyToManyRelationship as below?
{
"SchemaName": "testscheduleid_testid",
"...
0
votes
1
answer
2k
views
Dynamic 365 - Retrieve API Metadata Attribute List - DateTimeBehavior
We have started using Dynamic API to retrieve an entity's attribute list for migration purposes as below:
GET [Organization URI]/api/data/v9.0/EntityDefinitions(LogicalName='contact')?$select=...
0
votes
1
answer
1k
views
Dynamics 365 SharePoint Online Folder creation based on entity. How to create folder for already existing CRM records
I have enabled SharePoint online integration with Dynamics.
It creates folder as and when I navigate to Documents Tab.
My question is how to create these folders for already existing Records. I do not ...
- 5,521
0
votes
1
answer
235
views
Edit/Create access in Dynamics CRM for non licensed users
We have a scenario where we do not have enough licenses to provide to the users for Dynamics CRM Online. But we need these users to be able to edit/create rows in Appointments and Task tables. We have ...
0
votes
0
answers
35
views
Trying to use google maps, But having an issue
I am working on a Dynamics 365 instance, I am trying to display a google maps that shows the current client and near by clients.
This is the code im using but i am getting an error to start not sure ...
- 41
0
votes
1
answer
658
views
Dynamics crm: modify fields of another entity in a form
Is there a way to insert in a form something like a Quick View Form, but with the possibility to modify the fields of the related entity in the form? This link does not give a real solution, so I ...
- 969
2
votes
1
answer
955
views
Query specific value in array from a metadata entity in Dynamics 365
I'm trying to avoid iterating through this array, but I imagine that is the only way to handle this. Just seeing if there is a way to directly query this value in the array from the Web API URI.
This ...
- 9,164
1
vote
1
answer
3k
views
Asynchronous Plugins failed to execute as Record update frequency is too high
Problem Statement: Asynchronous Plugins are failing intermittently because entity Records are being updated at very high pace
In Detail Analysis: We have a process where we frequently share/un-share ...
- 630
0
votes
1
answer
622
views
Dynamics 365 Webhook Json Remote execution context sent with German characters as rubbish
Using Plugin Registration, I registered webhook, Power automate and sample webhook as well.
Json (Remote execution context) sent to webhook seems to be fine but when German characters appears in field ...
- 5,521
0
votes
1
answer
974
views
CRM 365 Online to Sharepoint Online default folder creation when viewing Document Associated Grid
If an entity has been selected for Sharepoint via CRM 365, when viewing a record within CRM, the first time you view the Document Associated Grid (please see image) an automatic folder is created for ...
- 19
1
vote
1
answer
830
views
Xrm object undefined on SiteMap Html web resource in D365 Online
I have an Angular html page that has script reference to the javascript. In the Javascript I am using Xrm object to make certain actions like Xrm.webApi.retrieveMultipleRecords etc..
This Angular Html ...
- 85
0
votes
0
answers
1k
views
JavaScript/CRM issue: Need help filtering option set based on what is displayed in text field
I’ve created a Javascript web resource to filter an option set using this article as a guide: https://neilparkhurst.com/2015/12/01/javascript-control-optionset-values/
I want to be able to filter the ...
- 147
3
votes
0
answers
83
views
What exaclty does the Message Format ".NetBinary" for ServiceEndpoint-Registration?
I've tried to get answers by googling it but I can't find appropriate information about this.
What exactly means ".NetBinary" when a ServiceEndpoint is registered by the PluginRegistration-Tool for ...
- 207
0
votes
1
answer
123
views
How can I create Custom Industry Accelerator on Common Data Service?
I want to create a retail solution for Dynamics 365 sales.
Common Data Service has some industry accelerators such as banking, automotive etc. I was wondering can I create my own accelerator? If It is ...
- 699
0
votes
1
answer
162
views
How to order dynamics crm chart Legend in UCI
We have a stacked chart and the Legend is shown in wrong order. In WebUI the order is correct. When we change the order of legend in XML the colors are in wrong order.
Has anyone else encountered ...
- 526
0
votes
1
answer
30
views
Do we have for Service Agrement License (SLA) feasibility in offline ( for mobile/Tab ) in dynamics CRM?
Do we have Service Agrement License (SLA) feasibility in offline ( for mobile/Tab ) in dynamics CRM ?
suggestions are appreciated...
- 93
2
votes
1
answer
4k
views
RibbonActions.js Deprecated in Dynamics 365 Unified Interface. Is there any new JS Library replacing RibbonActions.js?
I am using the OOTB Send Direct Email button to send bulk emails. This works fine in Classic mode but throws below error in the Unified Interface.
After some research I found out that /_static/...
- 131
0
votes
1
answer
7k
views
"Object reference not set to an instance of an object" in Microsoft Dynamics 365 CRM while adding a new Order Product record
Facing this issue and cannot identify the root of this error. Any inputs will be helpful.
When trying to add a new Order Product record associated with Order entity, I am getting the below mentioned ...
- 131
0
votes
1
answer
1k
views
UciError: Invalid value 3 for precision when adding value to Decimals Supported filed in Products Form
I have a Product form which has a field "Decimals Supported", when I enter a value and try to save it I get an error saying UciError: Invalid value 3 precision. This happens only on first Save after I ...
- 131
0
votes
1
answer
2k
views
MS CRM Web API blocked by CORS policy
I am facing API blocked by CORS policy error when I am trying to access data from my custom webAPI.
Below is the code I am using to make webAPI call.
var orgurl = "<web api url>";
var req = ...
0
votes
1
answer
52
views
Add/Merge 2 Stages within a single Stage in MS Dynamics (on-premise or online)
Is there a way merge/show 2 stages within a bigger stage?
Some of our business processes have 2 stages within a certain macro-stage and we don't want our sales team to think they are on a separate ...
- 139
1
vote
2
answers
3k
views
Dynamics 365 CRM Plugin - Unable to set two option field NULL in managed solution
I have 2 environments: DEV & TEST. I want to achieve functionality as mentioned as below:
if (fields.email.getValue() == null) {
fields.emailAllowed.setValue(null);
fields.emailAllowed....
- 6,858
0
votes
0
answers
133
views
Transfer Users between Organizations in Dynamics CRM 2011
I have 17 different organizations of Dynamics CRM 2011. I want to create a user in one of them and then export/import that user to the remaining 16 organizations. I tried to use XRMToolBox, but i do ...
0
votes
2
answers
801
views
D365 Can I update systemuserid?
In our D365 online environment we have multiple sandboxes and production instances. In each of these the systemuserid is different (user import was done before I joined!!). This mismatch in ...
- 30
3
votes
4
answers
3k
views
Date is off by one day when using the API or C# program
Using Postman, or the C# program I have, I am trying to send a date to CRM. The date being passed is "2019-09-15", but when it shows up in CRM it is "2019-09-14".
In Postman, I am sending this in ...
- 9,164
0
votes
1
answer
3k
views
Generate report by code C# on Dynamics 365
I am using Dynamics CRM 365 online V9. For order, On approval, I want the system to generate a PDF of an order report, attach the PDF and email it to the Customer.
Do you know how If there is a way ...
- 405
0
votes
1
answer
4k
views
How to discover the URL for my organization in Dynamics 365 CRM (online) using Web Api
I cannot connect Dynamics CRM online to discover organization URL using a Web API. The sample code from Microsoft is not working.
I am developing a console application, and want to connect to CRM-...
- 1
1
vote
1
answer
5k
views
Microsoft Dynamics CRM Plugin - Deactivate or disable plugin SDK message processing step via managed solution
I have introduced a plugin registered at Update SDK message processing step for my entity via a managed solution.
Now, I want to disable this step via a managed patch solution.
I am able to ...
- 195
1
vote
2
answers
2k
views
Microsoft Dynamics CRM Plugins - Concurrent updates
I have a custom entity which has near real-time updates (approx 1000 updates per minute). Since the same entity record could get updated in different batch update requests and the requests are ...
- 195
1
vote
1
answer
287
views
What are these Outlook Folders used for CrmEmailMessagesFailedAutoTracking and CrmEmailMessagesPendingLinking?
Interesting question from Customer.
In Outlook, When we have Outlook plugin for CRM enable, There are 2 out of the box folders been created under Search Folders in Outlook.
They are
...
- 5,521
1
vote
1
answer
92
views
Resetting vs Deleting
When is it appropriate to delete an instance vs resetting it?
From my understanding, deleting an instance removes it completely. Resetting it does the same thing as delete except "reprovisions" it.
...
0
votes
2
answers
229
views
How do I create a custom global element/app within CRM Dynamics such that it shows on all pages and can control user navigation?
I need to add a custom element/mini-app/extension to CRM Dynamics sales such that it shows globally on all pages that the user navigates to and also can navigate the users urls when certain events ...
- 5,830